Yes. Upload your Excel budget (or a CSV) and your categories, targets, and past transactions come across in one go, you see a preview before anything is saved, and importing the same file twice never duplicates anything.
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Yes. Upload your Excel budget (or a CSV) and your categories, targets, and past transactions come across in one go, you see a preview before anything is saved, and importing the same file twice never duplicates anything.
Updated 13 Jun 2026